Trusted Accounting & Tax Firm in Chicago, IL
Trusted Accounting Firm Helping Chicago Businesses, Nonprofits & Individuals Achieve Financial Peace
At Heard & Associates LLC, we bring professional, stress-free accounting and tax solutions to Chicago. Whether you’re an individual, small business, or nonprofit, our certified team simplifies your finances with accurate bookkeeping, strategic tax planning, and growth-focused advisory.
We’re proud to serve the Chicago community with over a decade of experience, helping clients stay compliant, reduce liabilities, and make confident financial decisions.
📞 Call (312) 810-3603 or Book Your Consultation Online today and discover how we can make your finances stress-free.
Our Chicago Accounting & Tax Services
1. Tax Services in Chicago, IL
Stay compliant and maximize your savings with complete tax management for individuals and businesses.
Income Tax Preparation → Personalized filing for individuals, S-corps, partnerships & nonprofits.
IRS Representation → Expert support during audits, notices, and tax disputes.
Multistate Tax Services → Ensure compliance across multiple states.
Extended Tax Return Filing → Accurate and timely extensions without penalties.
State & Local Tax (SALT) → Planning, filing, and audit defense for Illinois & beyond.
Research & Development Tax Credit Services → Identify eligible credits to boost your cash flow.
Tax Controversy Services → Resolution and negotiation with the IRS or state agencies.
Offer in Compromise CPA → Settle outstanding tax debts strategically.
Foreign Bank Account Reporting (FBAR) → Stay compliant with international account regulations.
Innocent Spouse Relief → Assistance for clients affected by joint tax return issues.
2. Professional Accounting & Bookkeeping in Chicago
Our accounting services are designed for accuracy and transparency. Whether you need ongoing bookkeeping, bank reconciliation, or financial statement preparation, we maintain clear, tax-ready records that support better decisions.
We also assist with state and local tax accounting, audit readiness, and year-end financials — keeping your business organized and compliant all year round.
3. Payroll Management for Chicago Small Businesses
Running payroll doesn’t have to be complicated. We offer reliable payroll services that handle employee setup, tax withholdings, filings, and compliance for small businesses, contractors, and nonprofits across Chicago. Our goal is to save you time, reduce errors, and ensure your team is paid accurately, every time.
4. Business Advisory & CFO Services
For growing businesses, strategic guidance is key. Our Outsourced CFO and Business Advisory services provide in-depth financial insight to help you scale responsibly. From cash flow management and business turnaround planning to mergers, acquisitions, and due diligence, we deliver data-driven solutions that improve performance and profitability.
We also offer business restructuring and succession planning, helping owners strengthen financial health and secure long-term success.
5. Financial Planning
Empower your future with personalized strategies for individuals and families.
- Tax & Estate Planning for Closely Held Businesses → Optimize ownership, transfer, and valuation.
- Retirement Planning → Build a secure financial future.
- Estate & Trust Planning → Protect assets and manage transitions.
- College Savings Planning → Smart education savings for your children.
- Budgeting & Forecasting → Plan effectively for business or personal finances.
- Compensation & Employee Benefits → Custom plans to attract and retain top talent.
- Business Succession Planning in Chicago → Secure your legacy with a smooth transition plan.
6. Accounting Software & System Setup
Technology should make your accounting easier, not harder. That’s why our firm provides certified QuickBooks setup, NetSuite implementation, and expert support for Xero, FreshBooks, Ambrook, and other platforms. Whether you’re migrating systems or starting from scratch, we’ll configure everything to match your goals and workflow.
Industries We Serve in Chicago
Our Certifications
Why Chicago Trusts Heard & Associates LLC
We combine certified expertise, personalized service, and a deep understanding of what Chicago businesses and families need.
Our transparent 3-step process — Discovery → Proposal → Setup — ensures every client enjoys a seamless, stress-free experience from start to finish.
With a proven record of accuracy and reliability, we’ve built long-term partnerships across Chicago by delivering measurable results and clear financial strategies.
From tax season to year-round advisory, our commitment is to help every client achieve lasting financial clarity, stability, and peace of mind.
Book a Consultation
Ready to simplify your finances and focus on what matters most?
Let Heard & Associates LLC be your trusted partner in tax, accounting, and financial success.